See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 7 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 1 broker row. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 94-1702986 ADMINISTRATOR | Copying and duplicating; Plan Administrator Service code 14 | PO BOX 819015 DALLAS, TX 75381 | $2.3M |
| BAKER BOTTS, LLP ATTORNEY | Legal Service code 29 | PO BOX 301251 DALLAS, TX 75303 | $629K |
| UBS INVEST CUSTODIAN | Custodial (securities) Service code 19 | 2155 LOUISIANA BLVD NE ALBUQUERQUE, NM 87110 | $110K |
| THE SEGAL COMPANY EIN 94-1503999 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 7900 NORTH SAM HOUSTON PWKY WEST SUITE 110 HOUSTON, TX 77064 | $90K |
| BAHL & GAYNOR EIN 31-1297139 INV MGR | Investment management Service code 28 | 255 EAST FIFTH STREET SUTIE 2700 CINCINNATI, OH 45202 | $67K |
| TCW INVESTMENT MANAGEMENT INV MGR | Investment management Service code 28 | FILE 56439 LOS ANGELES, CA 90074 | $63K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 AUDITOR | Accounting (including auditing) Service code 10 | PO BOX 860 BAYTOWN, TX 77522 | $47K |
| EATON VANCE INV MGR | Investment management Service code 28 | — | $45K |
| HILTON ARLINGTON HOTEL MEETING HOTEL | Other services Service code 49 | 2401 EAST LAMAR ARLINGTON, TX 76006 | $35K |
| EAGLE GLOBAL INV MGR | Investment management Service code 28 | — | $34K |
| UNIPLAN INVESTMENT COUNSEL INV MGR | Investment management Service code 28 | — | $19K |
| ALLIANZ GLOBAL INVESTORS INV MGR | Investment management Service code 28 | — | $19K |
| MATTHEWS, STEIN, SHIELDS, PIERCE EIN 75-1913145 ATTORNEY | Legal Service code 29 | 8131 LBJ SUITE 700 DALLAS, TX 75251 | $15K |
| CINCINNATI ASSETS MGMT INV MGR | Investment management Service code 28 | — | $11K |
| HILTON PHOENIX AIRPORT HOTEL MEETING HOTEL | Other services Service code 49 | 2435 S 47TH ST. PHOENIX, AZ 85034 | $8K |
| EXCALIBUR EXPEDITERS, INC. DELIVERY SERVICE | Other services Service code 49 | — | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 6,800 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,800 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD | 6,570 | $41.5M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 15,061 | $0 |
| Vision | VISION SERVICE PLAN | 5,464 | $0 |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE | 6,150 | $1.0M |
| Stop-loss / reinsurancereinsurance | BERKLEY LIFE AND HEALTH INSURANCE | 6,785 | $589K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,061 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.